TEDIX Mutual Fund

NAV$33.77

Returns Overview

1 Month
-0.51%
3 Months
+3.68%
6 Months
+1.07%
YTD
+0.29%
1 Year
+9.65%
3 Years (annualized)
+12.80%
5 Years (annualized)
+9.30%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEDIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+9.49%
vs Peers
-9.20%

TEDIX Mutual Fund Performance

TEDIX performance across multiple time periods: 1-month -0.51%, YTD 0.29%, 1-year 9.65%, 3-year 12.80%, 5-year 9.30%, 10-year 9.17%.

TEDIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

TEDIX performance comparison shows side-by-side returns with another fund. TEDIX alternatives are available in the Mutual Fund Screener.